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New Episode of The OneStream Podcast Now Available!
1 MIN READ OneStream Platform v9 introduces breakthrough platform technology, empowering Finance to go further with integrated Operational and Financial data. On this episode of The OneStream Podcast, Jessica McAlpine from the OneStream product management team joins Peter Fugere to discuss feature highlights such as Genesis and Dynamic Cube Services, and how this upgrade benefits all of your OneStream users. Listen now!Business Rule | One-to-One Transformation - E# Parent to its first E# Base
We need your help to Import flat files: 1. Number of Rows: > 100k 2. Organized under E# Parent Members: a few thousands 3. E# is extended We've been fortunate to be advised to build a BR to generate a one-to-one Transformation Rule file. - E# Parent to its first E# Base Is it possible for you SMEs to be generous enough to share with us/Community: - a sample BR to look up its first E# Base Member of an E# Parent Member - under extended E# - how to call that BR in an Import Workflow Thank you, OS SMEs.
Public Overloads Function GetBusinessRules
I have seen several MaketPlace solutions rules that give me a warning message when I compile in v 7.1.1. See the example below: Warning at line 410: 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. Not sure how these rules will behave when we upgrade to v 8.5, but I was wondering if there is an easy fix out there which will remove this warning message.Course Announcement: OneStream Architecture: Design Decisions
2 MIN READ OneStream Global Education Services is excited to announce the new OneStream Architecture: Design Decisions course available now as an Instructor-Led Training. Course Description This instructor led course is tailored for consultants who are looking to expand their design decision-making skills or are pursuing to become architects in the future and are working with OneStream applications. It tackles common design challenges and equips participants with skills for informed design decisions that enhance performance, flexibility, and user-friendliness. Students will engage in instructor-led sessions, practical use cases, role-play, and collaborative activities to gain hands-on experience in developing and justifying design proposals. The course focuses on requirements gathering, guiding design principles, and key areas for effective application design (such as Extensibility and Data Units). Participants will also learn to communicate the trade-offs and benefits of design choices to customers, ensuring they can advocate for optimal solutions effectively. Delivery Types Instructor-Led Training Availability Customers Partners Employee Who Should Take This Course? The OneStream Architecture: Design Decisions course is designed for consultants with considerable OneStream knowledge who aim to enhance their design decision making skills, balance performance and user-friendliness, and effectively advocate for optimal solutions. The ideal student for this course: Has experience and working knowledge of concepts such as Extensibility, Cubes, and Data Integration as it will be needed to ask customers the right questions. Are proactive problem-solvers who seek to understand the trade-offs and benefits of different design choices to optimize OneStream implementations. Are eager to engage in interactive learning environments, leveraging group discussions and roleplay to refine their design skills. Duration Instructor-Led Training (ILT): 1 day Prerequisites Prior to taking this course, you should have: Completed the First Project Readiness Learning Path or possess equivalent knowledge. Completed the OneStream Architecture: Designing an Application course or possess equivalent knowledge. At least 2-3 years of software implementation experience in the financial software industry, including 2-3 years of experience with the OneStream software. Micro Credential Upon completion of this course a micro credential will be issued. Course Schedule Date Modality Time zone September 12, 2025 Virtual Eastern September 25, 2025 Virtual BST October 2, 2025 Virtual Eastern October 9, 2025 Virtual BST November 4, 2025 Virtual Eastern November 10, 2025 Virtual GMT December 2, 2025 Virtual Eastern December 8, 2025 Virtual GMT Dates and times are subject to change. Please visit OneStream Navigator for the latest schedule. Important Links Register via OneStream Navigator: OneStream Architecture: Design Decisions Course Description PDF Pricing and Learning Paths PDFComing Soon: IdeaStream Revamp
2 MIN READ Greetings OneStream Community! As we continue to make updates across our Community, we decided it was time to take a look and freshen up IdeaStream. While we have already planned some changes which we'll outline below, we'd also like to gather your thoughts, opinions, and impressions of IdeaStream currently. Please take this IdeaStream Survey to help us shape the future of IdeaStream. In the meantime, we do have some exciting upcoming changes to the IdeaStream site management. Please read on to see what we'll be working on over the next couple months! Improved Moderation First, we are exploring ways to enhance your experience and our engagement with your ideas in IdeaStream. In the revamp, we will have dedicated moderators reviewing the ideas and facilitating product review as ideas gain momentum. This means each idea will see dedicated moderation to help enhance your submission process, which will include an initial review to ensure completeness (a request for more information if required) and relevant tagging on new ideas. All ideas will be moderated within 3 business days of posting and will either result in your Idea being updated from “New” to “Gathering Interest” OR a moderator will request additional information on your Idea using the “Needs Info” status. This is meant to give ideas the best chance possible for engagement in the Community and clarity for our Product Owners reviewing all your great submissions. Finally, we are updating the available tags and categories to better serve the ideas that are being created, and we will continue to update tags on a more frequent cadence in the future. IdeaStream Reporting The reporting on the page is also a focus for continuous improvement. We are reimagining our ranking lists to give you real-time insight into what’s new and what’s trending on the Community Ideas page. If you have suggestions for reporting formats or topics, please let us know and we will continue to add to the page! Audit & Archiving We are working to make the number of ideas more manageable for you. We know there is a lot to sift through currently so we’re doing a little housekeeping on the site. Over the next few weeks, aged ideas with low engagement will be closed under the following criteria: Ideas posted before 2025 with fewer than 5 votes - OR - There is a duplicate idea created in IdeaStream We'll continue to update IdeaStream articles including Frequently Asked Questions, the About IdeaStream article, and tips for a successful post in the Submission Guidelines as we implement these changes. Thank you for your ongoing engagement with OneStream, and all the great Ideas posted so far! Provide Your Feedback We’d like to hear your ideas on how to make the process clearer, the interaction more effective, and most importantly to give you meaningful engagement with our Community and product teams. If you are interested in sharing your thoughts, opinions, and impressions of IdeaStream, please take the IdeaStream Survey You may also reach out to ProductGrowth@onestreamsoftware.com with “IdeaStream Thoughts” in the subject line.
XFDoc Word text size changing upon processing
We have XFDocs set up to open in Word. The text is Times New Roman, size 12. Some, not all, of the text shrinks to size 10 when the document is processed. I noticed that the text that resizes has a "Normal" style. The text that doesn't resize doesn't seem to have a style at all. If I copy the format of the non-styled text and paste it over the Normal style text, it won't resize when processed. Does anyone know more about this? Is there a way to prevent the resizing or set what "Normal" should process as in OneStream? Thank you.
How to convert a raw Excel file into multiple upload-ready OneStream journals. (3 quick steps)
Use case: You generated several journal lines in Excel. You saved it as a CSV file, and the upload to OneStream failed. Here’s how to clean it up and get it posted. 1) Paste your raw lines into Excel: Paste your raw journal lines into column A as above. Go to Data → Text to Columns → Delimited → Comma → Finish. You should now see the first column as H and the next two as D, D, with each field in its column. 2) Clean the values (common blockers) ConsName must be a valid Consolidation member in your app (e.g., Entity or Local). Leave ParentName blank unless you’re 100% sure of the direct parent. Don’t type literal None unless it’s a real member; leave IC/UD blank or use your member when required. Make sure Scenario → Cube mapping matches your CubeName. If JournalBalanceType=Balanced, totals of Debits = Credits per journal. 2) Save as CSV (UTF-8) Keep only the upload rows on the active sheet (no notes above/beside them). File → Save As → CSV UTF-8 (Comma delimited) (.csv). Accept “only the active sheet will be saved.” 3) Import & post in OneStream OnePlace → Journals → Import (or your Workflow step). Choose File Type = CSV, select your file, and Import. Open the journal, Validate/Balance, then Post. Run Consolidation and verify in a Cube View. Hope this helps some people within the OneStream Universe 😊.
Cube view dimension Hierarchy in reverse order with expandable option..
Hi team, is there a way to get the children of a member above the its row with expandable and collapse option. I know we can use the TreeDescendantsInclusiveR but we are not able to have an option for expanding and collapsing the hierarchy for example I want the expandable option on BUYBCK_MGN with expanding above in the following imageCommunity Highlights: July 2025
1 MIN READ Summer breaks are winding down, but the heat of summer remains strong! Between record highs and wildfire smoke, it's been a summer most of us won't soon forget. Do you like our new blog feed? We're always open to hearing feedback! Is there anything you'd like to see in the future Community? Please let us know! Here's what we saw in July 2025: The Community had 31,998 visits in July 2025 and 92,348 page views We had 94 new discussions begin and 13 new blogs Reporting was our most active forum, with 18 new discussions Top Engaged Threads: Most Replies: Orphan members - validation error required Most Views: Product Support and Maintenance Policy Most Active Members: Most Forum Replies: rhankey Most Likes Received: RobbSalzmann Most Authored Solutions: RobbSalzmann
